Wealthspire Advisors (Maryland)’s JBT Marel JBTM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-329	Closed	-$30K	–	2122
2019 Q1	$30K	Buy	329 +174	+112%	+$14.7K	﹤0.01%	1119
2018 Q4	$11K	Buy	155 +65	+72%	+$5.76K	﹤0.01%	1442
2018 Q3	$11K	Buy	90 +16	+22%	+$1.74K	﹤0.01%	1499
2018 Q2	$7K	Buy	74 +5	+7%	+$488	﹤0.01%	1683
2018 Q1	$8K	Hold	69	–	–	﹤0.01%	1655
2017 Q4	$8K	Buy	69 +63	+1,050%	+$6.88K	﹤0.01%	1693
2017 Q3	$1K	Buy	+6	New	+$553	﹤0.01%	2165
2017 Q1	–	Sell	-114	Closed	-$10K	–	2032
2016 Q4	$10K	Hold	114	–	–	﹤0.01%	1236
2016 Q3	$8K	Sell	114 -50	-30%	-$3.34K	﹤0.01%	1302
2016 Q2	$10K	Hold	164	–	–	﹤0.01%	1207
2016 Q1	$9K	Hold	164	–	–	﹤0.01%	1218
2015 Q4	$8K	Buy	+164	New	+$7.45K	﹤0.01%	1259

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JBTM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of JBT Marel (JBTM) in Q2 2019, closing a stake of 329 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in JBTM in Q4 2015 and held it in 12 quarters. The position peaked at $30K in Q1 2019. 260 funds tracked by Wall St. Rank hold JBTM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining JBT Marel position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 329 JBT Marel shares in Q2 2019, an estimated $30K.
Wealthspire Advisors (Maryland) first reported a position in JBT Marel in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s JBT Marel position peaked at $30K in Q1 2019.
260 funds tracked by Wall St. Rank held JBT Marel as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.